First of all, a big thank you to all of our supporters and firm friends. Secondly it is with pleasure that I share with you great news…Johanne Floser has joined our advisory and valuation team as a Client Manager. She is one of the state’s preeminent experts on enhanced earnings analysis and brings a wealth of business valuation experience. Johanne is a Certified Valuation Analyst (CVA) and a Certified Business Appraiser (CBA).
“Combining Johanne’s expertise with valuations, particularly those of professional licenses and practices, with our current accounting and advisory service capabilities creates a unique environment to meet our clients’ valuation needs,” said James W. Drislane, CPA, managing partner. “She is coming on board at the perfect time and will help us keep up with the fast paced growth in our Business Advisory Services division.”
I believe Johanne adds enormous breadth and depth to our existing capabilities and capacity. Here’s what she had to say, “I’m so excited to be joining the business advisory services team at TBC. Adding my valuation experience to the complement of services already provided by Steve, Bonnie, Alex, Michela, Stephanie and Pam (see Pam’s bio here) will surely be a winning combination for our clients.” I couldn’t agree more, as our consulting and advisory practice continues to grow, it’s important to continue to build upon our existing valuation services. Johanne’s support will also allow us to expand our service offerings.
Johanne has over 19 years of valuation and related experience, has personally conducted over 650 independent valuations of privately-held businesses, professional practices, professional licenses and advanced degrees for use in matrimonial matters, litigation, buy/sell transactions, economic damages and estate tax proceedings, and prepared statements of net worth for use in matrimonial matters.
Before joining TBC, she spent 14 years with a regional accounting firm, serving as a senior manager for the last six years. In addition to the significant leadership experience Johanne brings, she also has worked with a wide range of privately-held commercial and professional clients and has authored numerous valuation articles, including one that was published in the New York Law Journal and several that were published in the New York Family Law Monthly.
Johanne earned a Bachelor of Science degree in Accounting from the College of St. Rose in Albany, New York. She has completed numerous qualified continuing professional education courses with a concentration in the disciplines of valuation and litigation.
In addition, she is a member of the Capital District Women’s Bar Association (CDWBA) and serves on the Board of Directors for The Legal Project. She is also a member of the Albany Area Chapter of the Association of Certified Fraud Examiners.
Please join me in welcoming Johanne to our team! Also, look forward to our newest edition of News You Can Use, coming soon. Please let me know if there are any topics you would like to see included in a future feature, and as always, we’re only a phone call away for any and all of your valuation and advisory needs.
– Steve and the Valuation & Advisory Services Team